Insights / Media
Earnings Season: Reading Between the Lines
Portfolio Manager Bruce Monrad explains what Northeast Investors Trust is looking for during the upcoming earnings season and what that might mean for inflation and interest rates.
Bond Market Update, Interest Rates & The Neutral Rate
Bruce Monrad discusses what’s going on in bond markets, where interest rates might be going, and how the Fed’s “neutral rate” may be shifting.
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A Hawkish Fed: How High Will They Go?
Fed Chair Jerome Powell reaffirmed the Fed’s commitment to a restrictive monetary policy, but are they still behind the curve?
The Impact of Quantitative Tightening
Chairman and Portfolio Manager, Bruce Monrad, discusses the potential economic impact of the Fed’s lesser known policy tool, Quantitative Tightening
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Investing in a Rising Rate Environment
Interest rates are steadily climbing. Find out why High Yield could be a great fit and how Northeast Investors Trust has outperformed during recent rising rate periods.
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Video: The Fed’s Dot Plot vs. Bond Market Projections
Portfolio Manager Bruce Monrad compares the Fed’s “dot plot” to bond market projections and discusses why the longer-term bond market is not pricing in future interest rate increases.
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The Boston Globe
Portfolio Manager Bruce Monrad gives his take on the Fed preparing to raise interest rates in March as inflation worsens.
Globe subscribers may read the article here.
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Bruce Monrad Discusses Powell’s Press Conference In The Bond Buyer
Bruce Monrad offers his thoughts on Powell’s press conference and policy statement.
Read the full article here.
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